Download IUCLID 5 Guidance and Support

Transcript
IUCLID 5
Guidance and Support
Installation Guide for IUCLID 5 Version 5.3
Stand-alone Application
®
Installer for Microsoft Windows
August 2011
®
Legal Notice
Neither the European Chemicals Agency nor any person
acting on behalf of the Agency is responsible for the use which might
be made of the following information.
A wealth of additional information on the European Union is available on the Internet.
It can be accessed at the addresses:
http://iuclid.echa.europa.eu.
http://echa.europa.eu.
http://europa.eu.
©European Chemicals Agency
Reproduction is authorised provided the source is acknowledged.
Table of Contents
1. Introduction ................................................................................................................................................ 1
1.1. Hardware requirements ....................................................................................................................... 1
1.2. Software requirements ........................................................................................................................ 1
2. Making a fresh installation of IUCLID 5 ......................................................................................................... 2
2.1. Installation of software required by IUCLID 5 ........................................................................................ 2
2.1.1. Installation of Java .................................................................................................................. 2
2.1.2. Installation of PostgreSQL ........................................................................................................ 4
2.2. Installation of IUCLID 5 ..................................................................................................................... 8
3. Upgrade .................................................................................................................................................... 13
3.1. Upgrading from a previous version of IUCLID 5.3 to the latest version of IUCLID 5.3 ................................. 13
3.1.1. Launching the installer ........................................................................................................... 13
3.1.2. Installer option Upgrade from IUCLID 5.3.0 to 5.3.1 ................................................................... 13
3.1.3. Destination folder for the installation ........................................................................................ 14
3.1.4. Installation of IUCLID 5.3.1 application files ............................................................................. 15
3.1.5. Starting IUCLID 5 ................................................................................................................. 16
3.2. Upgrade from IUCLID 5.2 to IUCLID 5.3 ........................................................................................... 16
3.2.1. Launching the installer ........................................................................................................... 17
3.2.2. Installer option Upgrade to IUCLID 5.3 .................................................................................... 17
3.2.3. Destination folder for the installation ........................................................................................ 18
3.2.4. Installation of IUCLID 5.3.1 application files ............................................................................. 19
3.2.5. The migration tool ................................................................................................................. 20
3.2.6. Starting IUCLID 5 ................................................................................................................. 21
3.3. Upgrading from IUCLID 5.0 / 5.1 to IUCLID 5.3 .................................................................................. 22
3.3.1. Migration of data to IUCLID 5.3 from a previous version ............................................................. 22
3.3.2. Database configuration for running IUCLID 5.3 and a previous version at the same time ..................... 22
3.3.3. IUCLID 5.0 / 5.1 was installed using the setup-kit ....................................................................... 22
3.3.4. IUCLID 5.0 / 5.1 was installed manually ................................................................................... 22
4. Initialisation of an installation of IUCLID 5 .................................................................................................... 24
4.1. Starting IUCLID 5 ........................................................................................................................... 24
4.2. First steps wizard ............................................................................................................................. 24
4.3. User management ............................................................................................................................ 30
5. Un-installation of IUCLID 5 ........................................................................................................................ 31
A. Tips on launching the installer and access rights ............................................................................................. 32
iii
Chapter 1. Introduction
IUCLID 5 can be installed either as a stand-alone application, or in a multi-user environment that uses client-server architecture.
This document describes how to use a dedicated installer to install IUCLID 5 as a stand-alone application on a computer running
Microsoft® Windows® (hereafter referred to as Windows). The installer can be downloaded from the IUCLID 5 web site. The
installation is performed by ensuring that the prerequisite software is installed, then running the installer; typically by double
clicking on it. If the instructions in this document are followed with care, no prior specialist knowledge is required of either the
IUCLID 5 software, or the software components required to run it.
If you encounter any problems during the installation that cannot be solved using information in this manual, or the
documentation of third party softwares; before contacting the ECHA Helpdesk, please try the IUCLID FAQ located at the
IUCLID web site http://iuclid.eu.
1.1. Hardware requirements
The following requirements are provided as only a guide.
• At least 1 GB of mother board RAM (2 GB for Windows Vista®)
• Pentium Core 2 duo or equivalent
An installation of IUCLID 5 will most likely run on a lower specified machine but the performance might not be satisfactory.
The requirements depend in part on the version of Windows and the IUCLID plugins that are in use. For example, using the
Query Tool plugin will increase the resources required to obtain a reasonable running speed; especially on a large database.
1.2. Software requirements
The software prerequisites for the installation are as follows:
• Windows with access to a user account that can run the installer and create the required directories.
• Java - J2SE Runtime Environment v6
• Database - PostgreSQL 8.2, 8.3, 8.4 (recommended) or 9.
• The Windows installer for IUCLID 5.3 that can be downloaded without charge from the IUCLID 5 web site.
• Once you have completed the installation of IUCLID 5, you should test it by starting and configuring it. The configuration
requires access to at least a legal entity file (LEOX). The creation of a LEOX is described on the IUCLID 5 web site where the
installation software is published. In addition, it is recommended to upload a set of reference substances and the EC inventory.
These are also available from the web site at which the IUCLID 5 software is published.
Tip
Time and IT resources can be saved by importing into IUCLID only the Reference substances you need. Various
different sizes of Reference substance inventory can be downloaded from the IUCLID web site. There is a
full set, a reduced list, and a function that allows you to create your own inventory using common identifiers
as selection criteria, such as EC Number, and IUPAC name. Before importing the full set, consider carefully
whether it is really necessary. Reference substances that are not imported during the initialisation process can
be imported later. A simple compromise is to start with the reduced list.
1
Chapter 2. Making a fresh installation of
IUCLID 5
If Java and PostgreSQL are already installed as required, go straight to section Section 2.2, “Installation of IUCLID 5”.
2.1. Installation of software required by IUCLID 5
The installation of third party software is described by the respective publishers. Please refer to their web sites for full instructions.
2.1.1. Installation of Java
1. Verify whether Java (JRE) of the correct version is installed on the computer to which IUCLID will be installed:
Open a command prompt (Start # Run… # Open: cmd). At the command prompt, enter the following:
java -version
Figure 2.1. Check version of Java
2. If a message similar to the one shown in the screen shot above is not shown, or the version of Java is not 1.6 or higher, install
the latest version. It can be downloaded from the Sun site at www.java.com.
2
Figure 2.2. Installation wizard for Java
Figure 2.3. Choose installation directory for Java
3
Figure 2.4. Installation of Java is complete
2.1.2. Installation of PostgreSQL
If either version 8.2, 8.3 or 8.4 of PostgreSQL is already installed and running as a service with a user postgres, the existing
installation can be used. There is no need to upgrade to 9, although 9 is supported. If PostgreSQL is not already installed on the
computer, or you would like to upgrade to 9, download PostgreSQL 9 from the site www.postgresql.org/download and install
it. The web site of PostgreSQL offers a range of alternative ways to download and install the PostgreSQL software. The screen
shots shown below show the use of the one click installer available from the PostgreSQL web site. An example of the file name
of the installer is postgresql-9.0.4-1-windows.exe.
The default fresh installation of PostgreSQL, made using the one click installer, automatically starts PostgreSQL as a service,
creates the user postgres if necessary, and supplies administration tools (e.g. pgAdmin III) that can be used to create the
database. If the installer creates the superuser postgres, you will have to create a password for it, as shown in the figure
below, and enter it later into the configuration file for IUCLID 5.
Figure 2.5. Installer for PostgreSQL
4
Figure 2.6. Installation directory for PostgreSQL
Figure 2.7. Data directory for PostgreSQL
5
Figure 2.8. Password for the database superuser (postgres) and the Windows service account
(postgres)
Figure 2.9. Port number for PostgreSQL
6
Figure 2.10. Set the default locale for PostgreSQL
Figure 2.11. Confirm installation of PostgreSQL
7
Figure 2.12. Installation of PostgreSQL in progress
Figure 2.13. Installation of PostgreSQL complete
2.2. Installation of IUCLID 5
After downloading the Windows installer installation package, unzip its content to a convenient folder.
The installer is supplied as an executable Java file named iuclid5_install.jar. It can be launched either by doubleclicking on the file, or by running it from the command line, as you would a script. Bear in mind that the user account under
which the installer is run, must have permission to write to the folder in which IUCLID 5.3 will be installed.
If you experience problems in running the installer, for a possible solution, see Appendix A, Tips on launching the installer
and access rights later in this document.
The first screen of the installer offers the choice between a fresh installation of IUCLID 5.3.1, or an upgrade to IUCLID 5.3.1,
from either IUCLID 5.3.0 or IUCLID 5.2. To upgrade, please refer to the section in this manual, Upgrade. The texts in blue are
links to the web site of PostgreSQL and the installation manuals on the IUCLID web site.
8
For a fresh installation of IUCLID 5.3 with an empty database, select the option Make a fresh installation of IUCLID 5.3.1,
then click on Continue.
Figure 2.14. Install IUCLID 5.3 with no upgrade
The next page of the installer allows you to change the parent folder of the installation folder for IUCLID 5.3. The software will
be installed in a folder named 5.3.1 that is created inside the parent folder. For example, in the screenshot shown below, the
path and name of the parent folder are C:\Program Files\iuclid5. Ensure that the user account in Windows used to
run the installer has the permission to write to the destination folder.
Figure 2.15. Destination folder
The second screen of the installer helps to set-up the connection to the PostgreSQL database. The default values suit the needs
of a typical user, so unless values are missing, or you know that different values are required, leave the default values in place
and click on Continue.
9
Figure 2.16. Database connection
If the following error message is displayed password authentication failed for user postgres, try again after entering the password
of the superuser for PostgreSQL that was entered during the installation of PostgreSQL.
Figure 2.17. Wrong password
If either of the two error messages Cannot create destination folder or Access denied are given, for a possible solution, see
Appendix A, Tips on launching the installer and access rights later in this document.
The actual installation process will take a few seconds.
10
Figure 2.18. Installing IUCLID 5
When the installer has finished installing the application, you can Close the installer.
Figure 2.19. Successful installation
A new shortcut has been created automatically on your Desktop. The shortcut points to the file iuclid5.cmd that is included in
the installation directory. If no shortcut is created, see Appendix A, Tips on launching the installer and access rights for possible
reasons. It is possible to create a shortcut manually. The next step is to initialise the installation, as described in Chapter 4,
Initialisation of an installation of IUCLID 5 of this document. After that, if you have data that was exported from IUCLID using
its built-in back-up/restore functionality, it can be imported into the fresh installation of IUCLID 5.3.
11
Figure 2.20. Shortcut to IUCLID 5
12
Chapter 3. Upgrade
This chapter describes how to upgrade a previous version of IUCLID 5 to the most recent version of IUCLID 5.3. Dependent
upon the version of IUCLID 5 that is being upgraded, there are three main scenarios in the upgrade process: upgrade from a
previous version of 5.3, upgrade from any version of 5.2, and upgrade from 5.0 or 5.1. These are each described in a dedicated
sub-section of this chapter. In all scenarios, before starting the upgrade, it is important to back-up the database. Use the builtin back-up functionality of IUCLID, and/or the back-up functionality of the database. Making only a copy of the file system on
which IUCLID is installed is not recommended as a means of backing-up.
3.1. Upgrading from a previous version of IUCLID 5.3
to the latest version of IUCLID 5.3
This section applies only to users who have an existing IUCLID 5.3 installation. If you are unsure which version you are currently
using, you can read it from within the interface of IUCLID 5. Start IUCLID 5, log-in, then click 'Help' and select 'About'.
Upgrading from a previous version of IUCLID 5.3 to the latest version of IUCLID 5.3 does not require a separate migration
step. On starting the new version of IUCLID 5.3, it can connect to the previous database. The installer provides a simple way
of performing the upgrade, as described in the sections that follow.
1. Back-up the database. Use the built-in back-up functionality of IUCLID, and/or the back-up function of PostgreSQL.
2. Run the installer, select the upgrade option that is appropriate for your system, and then proceed with the installation.
Important
The upgrade functionality of the Windows installer can be used only if IUCLID 5.3 was installed using the
Windows installer.
For instructions on how to upgrade IUCLID 5.3 without the Windows installer, please refer to the specific
installation manual for your computer set-up.
3.1.1. Launching the installer
After downloading the Windows installer installation package, unzip its content to a convenient folder.
The installer is supplied as an executable Java file named iuclid5_install.jar. It can be launched either by doubleclicking on the file, or by running it from the command line, as you would a script. Bear in mind, that the user account under
which the installer is run, must have permission to write to the folder in which IUCLID will be installed.
If you experience problems in running the installer, for a possible solution, see Appendix A, Tips on launching the installer and
access rights in the Appendix of this document.
3.1.2. Installer option Upgrade from IUCLID 5.3.0 to 5.3.1
On the first screen of the installer, select the option Upgrade from IUCLID 5.3.0 to 5.3.1, then click continue.
13
Figure 3.1. Upgrade from IUCLID 5.3.0 to 5.3.1
3.1.3. Destination folder for the installation
The installer leaves the application files for IUCLID 5.3.0 in their installation folder, and creates a new installation folder for
IUCLID 5.3.1. In the second step of the installer, the path to the installation folder of IUCLID 5.3.1 is entered. It can be either the
default as shown in the screen shot below C:\Program Files\iuclid5, or you can enter a different value. The installer
reads the database configuration parameters from the installation folder for IUCLID 5.3.0, and then copies them to the new
installation.
Figure 3.2. Installation folder
When you are sure that the values are correct, click Continue.
14
3.1.4. Installation of IUCLID 5.3.1 application files
The actual installation process will take a few seconds.
Figure 3.3. Installing IUCLID 5
During the installation process, the following operations are performed:
• The new versions of the application files are copied to the installation folder of the new version.
• Plugins that had been installed in the previous version of IUCLID 5, are copied over to the new version of IUCLID 5, but only
if they are compatible with the new version. The installer automatically detects whether a plugin is compatible. If a plugin
is no longer visible in the user interface of IUCLID 5 after upgrading, visit the IUCLID web site at http://iuclid.eu to see
whether a compatible version is available.
• The configuration files for the previous installation are copied to the new installation.
• A shortcut to IUCLID 5 is created on the desktop of the Windows account under which the installation is performed, as
shown below.
Figure 3.4. Shortcut to IUCLID 5
After a successful upgrade from IUCLID 5.3.0 to 5.3.1, the following screen is shown.
15
Figure 3.5. IUCLID 5.3.1 is installed successfully
Click Close.
3.1.5. Starting IUCLID 5
You can now launch the newly installed IUCLID 5. Launch IUCLID 5 by double-clicking the icon that the installer created on
your Desktop, as shown below. It is also possible to launch IUCLID 5 by running the file iuclid5.cmd that is included in the
installation directory. The initialisation process is not required. All of the data that was present in the upgraded system should
be present in the new system. Therefore, it should be possible to log in to any of the user accounts from the previous system.
Figure 3.6. Shortcut to IUCLID 5
3.2. Upgrade from IUCLID 5.2 to IUCLID 5.3
If you already have a working installation of IUCLID 5.2, the installer provides a simple way of upgrading it, as described in
the sections that follow. The upgrade process consists of the following three parts:
1. Back-up the database. Use the built-in back-up functionality of IUCLID, and/or the back-up function of PostgreSQL.
2. Run the installer, select the upgrade option and proceed with the installation.
3. Run the migration tool. This is a script that is supplied along with the installer. It migrates existing IUCLID data into the new
format for IUCLID 5.3. IUCLID cannot be started until the migration tool has been successfully run.
Important
The upgrade functionality of the Windows installer can be used only if IUCLID 5.2 was installed using the
Windows installer.
16
For instructions on how to carry out the installation of IUCLID 5.3 without the Windows installer, please refer to
the specific installation manual for your computer set-up.
3.2.1. Launching the installer
After downloading the Windows installer installation package, unzip its content to a convenient folder.
The installer is supplied as an executable Java file named iuclid5_install.jar. It can be launched either by doubleclicking on the file, or by running it from the command line, as you would a script. Bear in mind, that the user account under
which the installer is run, must have permission to write to the folder in which IUCLID will be installed.
If you experience problems in running the installer, for a possible solution, see Appendix A, Tips on launching the installer and
access rights in the Appendix of this document.
3.2.2. Installer option Upgrade to IUCLID 5.3
On the first screen of the installer, select the option Upgrade from IUCLID 5.2.x to 5.3.1, then click continue.
Figure 3.7. Upgrade from IUCLID 5.2.x to 5.3.1
The next screen provides some reminders about the overall process of upgrading from IUCLID 5.2.x, as shown below.
17
Figure 3.8. Upgrade from IUCLID 5.2.x to 5.3.1 - Reminder
3.2.3. Destination folder for the installation
In the second step of the installer, either enter the path or browse for, the parent folder of your current IUCLID 5.2 installation.
This is the folder you previously selected to install IUCLID 5.2. In this folder you should have at least one folder named 5.2.x
that was created automatically during a previous installation process. The installer reads the file system and automatically selects
the folder for the most recent version of IUCLID it finds. During the installation it will read the database configuration parameters
from that folder. When you click Continue, the installer will create the folder that is stated directly underneath the folder selection
field, then copy the old database configuration parameters and the new software into it. In the screenshot shown below, the value
for the new folder is C:\Program Files\iuclid5\5.3.1\.
Figure 3.9. Installation folder
When you are sure that the values are correct, click Continue.
18
The following error message is displayed, if the destination folder does not contain a previous installation of IUCLID 5.2.
Figure 3.10. Incorrect destination folder
If either of the two error messages Cannot create destination folder or Access denied are given, for a possible solution, see
Appendix A, Tips on launching the installer and access rights later in this document.
3.2.4. Installation of IUCLID 5.3.1 application files
After choosing the folder where IUCLID 5.2 was previously installed and clicking Continue, the installer will install
automatically IUCLID 5.3.1 in a subfolder of the same installation folder and will name this new subfolder 5.3.1. The actual
installation process will take a few seconds.
Figure 3.11. Installing IUCLID 5
During the installation process, the following operations are performed:
• The new versions of the application files are copied to the installation folder of the new version.
• Plugins that had been installed in the previous version of IUCLID 5, are copied over to the new version of IUCLID 5, but only
if they are compatible with the new version. The installer automatically detects whether a plugin is compatible. If a plugin
is no longer visible in the user interface of IUCLID 5 after upgrading, visit the IUCLID web site at http://iuclid.eu to see
whether a compatible version is available.
• The configuration files for the previous installation are copied to the new installation.
• A shortcut to IUCLID 5 is created on the desktop of the Windows account under which the installation is performed, as
shown below.
19
Figure 3.12. Shortcut to IUCLID 5
After a successful installation, the following screen is shown.
Figure 3.13. IUCLID 5.3.1 is installed successfully
This page contains advice about backing up your database and a button that starts the migration process. At this point you can
choose to either begin the migration process now, by clicking migrate, or to do it later by clicking close.
3.2.5. The migration tool
There are two ways to perform the migration. One is to run the script named update.bat that was installed along with IUCLID
5.3.1. It is in the installation folder. The other is to start migration from the last page of the installer. This is done by ticking the
box labelled I made a back-up of my database, then clicking the button named migrate.
20
Figure 3.14. IUCLID 5.3.1 is installed successfully - upgrade
Whilst the migration tool is running, a window is shown for the program cmd that contains a terminal to the command line of
Windows. A typical example is shown in the screen shot below:
Figure 3.15. Migration tool is running
Do not allow anything to happen that might interrupt this process. Do not close the window. When the process has finished,
the message Database update successfully finished is displayed in the window briefly, before the window closes automatically.
If the process does become interrupted, try starting again from the beginning. If that does not work, restore the original 5.2
database from a back-up, and try again.
3.2.6. Starting IUCLID 5
If the migration tool has run successfully, you can now launch the newly installed IUCLID 5.3. Launch IUCLID 5 by doubleclicking the icon that the installer created on your Desktop, as shown below. It is also possible to launch IUCLID 5 by running
the file iuclid5.cmd that is included in the installation directory. The initialisation process is not required. All of the data
that was present in the upgraded system should be present in the new system. Therefore, it should be possible to log in to any
of the user accounts from the previous system.
21
Figure 3.16. Shortcut to IUCLID 5
3.3. Upgrading from IUCLID 5.0 / 5.1 to IUCLID 5.3
Important
There is no automatic upgrade of the database from IUCLID 5.0 / 5.1 to IUCLID 5.3. The data must be transferred
manually from the old to the new database as described in the sub-section below.
Each installation of IUCLID 5 must have its own database.
3.3.1. Migration of data to IUCLID 5.3 from a previous version
Before starting to install IUCLID 5.3, all the data must be exported from the old IUCLID 5 using the Back-up plugin that
is available on the IUCLID web site. The export process is essential because the exported data will later be imported into
IUCLID 5.3. When it is run, the Back-up plugin asks the user to create and enter a single password. This will become the
password for all the user accounts in the new installation. An exception is the account SuperUser which has a default password
of root. To import the exported data into IUCLID 5.3, use the built-in Restore feature of IUCLID 5.3 that can be found from
the menu File / Administrative tools. This feature allows the upload of data that was exported using the Back-up plugin on the
old version of IUCLID 5.
3.3.2. Database configuration for running IUCLID 5.3 and a
previous version at the same time
If you already have a previous version of IUCLID 5, it is recommended to keep it for the time being. It can be deleted in the
future when you are absolutely sure that it is no longer needed. What follows is some information and advice as to how you
can manage more than one version of IUCLID 5. As stated above, each installation of IUCLID 5 must have its own database. A
new database must be created for IUCLID 5.3 because the structure of the database differs from that of previous versions. This
requirement can be met in a variety of different ways. The following sub-sections describe two common sets of circumstances.
The database for IUCLID 5.3 can be run on the same instance of the database software as a previous version of IUCLID 5,
however, it must have a unique name within that instance of the database software. When IUCLID 5.3 is run for the first time
on an empty database, it will automatically create all the correct tables and the initialisation wizard will start.
3.3.3. IUCLID 5.0 / 5.1 was installed using the setup-kit
The IUCLID 5 set-up kit included the database software PostgresSQL. The set-up kit installed the PostgreSQL database software,
the IUCLID 5 software, and stored the database data, all under the same folder named IUCLID. The set-up kit created installations
of IUCLID 5 that run PostgreSQL on a non-standard port (5433). Therefore, if an installation of IUCLID 5.3 is made with
an independent installation of PostgreSQL running on the standard port (5432), it is possible to run it at the same time as
an installation that was made with the set-up kit. For example, if IUCLID 5.3 is installed using the installer according to its
instructions and with default settings, the new installation can be run at the same time as a previous installation that was made
with the set-up kit.
3.3.4. IUCLID 5.0 / 5.1 was installed manually
In this case, you will already have an installation of PostgreSQL that is independent of IUCLID, and a database for use with
IUCLID 5.0 / 5.1. There is no need to install PostgreSQL again, although you might want to take this opportunity to upgrade
to PostgreSQL 9. There can be more than one database running on a single instance of the database software. Therefore, to be
22
able to run IUCLID 5.3 and a previous version at the same time, create a new empty database for IUCLID 5.3. The name of the
new database must be unique within that instance of the database software.
23
Chapter 4. Initialisation of an installation of
IUCLID 5
This chapter describes the configuration that is required to create a working IUCLID 5 system from an installation of IUCLID
5 that has an empty database. There are two scenarios: either to create a working installation from scratch, or to load data from
a back-up that was made using the built-in back-up function of IUCLID. During initialisation from scratch, reference substance
data and a legal entity are uploaded into the database, and the required user accounts can be created. For initialisation from backup, make sure that the back-up files are accessible from the system on which IUCLID will be initialised. What to do in each
scenario is described in the rest of this chapter.
4.1. Starting IUCLID 5
Launch IUCLID 5 by double-clicking the icon that the installer created on your Desktop, as shown below. It is also possible to
launch IUCLID 5 by running the file iuclid5.cmd that is included in the installation directory.
Figure 4.1. Shortcut to IUCLID 5
4.2. First steps wizard
When you start IUCLID 5 for the first time, the First steps wizard is run automatically. It guides you through the steps required
to make a working user account and to upload the data required to use IUCLID 5 in a practical setting. The settings that relate
to user accounts can also be changed after having run the wizard, using the features described in the IUCLID 5 User Manual.
Important
This wizard allows a single user account to be created, per run. This user is in addition to the SuperUser account
that comes with the installation. It is essential to have at least one user account in addition to SuperUser because
SuperUser should be used only for the special tasks that only it can carry out. See the IUCLID 5 User Manual
for more detail.
As part of the First steps wizard, a legal entity must be uploaded into the IUCLID 5 installation in the form of a
LEOX file. Therefore, before running this wizard, make sure that a LEOX file for the legal entity of your company
or organisation is accessible to your computer. For more information, see the IUCLID 5 User Manual.
The First steps wizard provides the option of uploading the following information to your IUCLID 5 installation.
For details, see the IUCLID 5 User Manual:
• EC Inventory
• Inventory of Reference substances
Although these uploads are optional, it is strongly recommended to do them during the first run of the First steps
wizard. To do so, you will need to have the data accessible to your computer whilst running this wizard.
The First steps wizard can be run at any time, but only by the SuperUser. This is done from the file menu within IUCLID 5
Administrative tools / Initialise.
When starting the IUCLID 5 for the first time, the only user available is an administrator named SuperUser. Log in as SuperUser
by entering the following case-sensitive values into the login screen as shown below:
24
Username: SuperUser
Password: root
The First steps wizard then proceeds. Each page of the wizard is described in a figure below.
Figure 4.2. Step 1 of the First steps wizard - Introduction
The wizard presents some useful information. There are no actions other than to read the information. Click the Next button.
Figure 4.3. Step 2 of the First steps wizard - Init mode - New installation
To initialise a new database, select the button New Installationas shown below and continue to the next step.
25
Figure 4.4. Step 2 of the First steps wizard - Init mode - Restore from backup
To restore from a backup of a previous version of IUCLID 5, select the button Restore from backup then enter the
directory containing the backup files as shown in the example below.
Click Next. The wizard jumps to its last step, where the importation of data is started, as shown below.
Figure 4.5. Restoration from a back-up - Step 8 - Activate imports
The import may take some time. Click Finish. When the restoration is complete, the following screen is shown.
26
Figure 4.6. Step 3 of the First steps wizard - Change password
If you have not yet changed the default password of the SuperUser to a more secure value than root, the traffic light in the wizard
screen will be yellow. To change the password, check the box Change SuperUser password , enter the old password
root and then enter the new password. After confirming the password, click the button Next.
Figure 4.7. Step 4 of the First steps wizard - Import Legal Entity
To import a Legal entity (see the IUCLID 5 User Manual) select its LEOX file by browsing to the file. The browsing is accessed
by clicking on the folder icon to the right of the field Select the import file. Click the Next button. The Legal entity is imported
immediately.
Important
You must import at least one Legal entity in order to succeed with this wizard. If you have no Legal entity in the
IUCLID 5 system, the traffic light in the wizard screen will be red. The First steps wizard will be automatically
launched when you log in to IUCLID 5 until a Legal entity has been successfully imported.
27
Figure 4.8. Step 5 of the First steps wizard - Import EC Inventory
EC inventory import - To import the EC inventory, select the file for the EC inventory (see the IUCLID 5 User Manual). The
EC Inventory will not be imported immediately. The import will start at the end of the First steps wizard. Depending on your
machine speed and the size of the inventory, this import can take some time, e.g. up to half an hour.
Figure 4.9. Step 6 of the First steps wizard - Import reference substance inventory
Reference substance inventory import - Select the file for the Reference substance inventory (see the IUCLID 5 User Manual).
The Reference substance inventory will not be imported immediately. The import will start at the end of the first steps wizard
together with the EC Inventory import. Depending on your machine speed and the size of the inventory, this bulk operation may
take a long time. The import of the Reference substance inventory itself can take up to several hours.
Tip
Time and IT resources can be saved by importing into IUCLID only the Reference substances you need. Various
different sizes of Reference substance inventory can be downloaded from the IUCLID web site. There is a full set,
a reduced list, and a function that allows you to create your own inventory using common identifiers as selection
criteria, such as EC Number, and IUPAC name. Before importing the full set, consider carefully whether it is really
necessary. Reference substances that are not imported during the initialisation process can be imported later. A
simple compromise is to start with the reduced list.
28
Figure 4.10. Step 7 of the First steps wizard - Create user account and assign role
Create a new user account and define its user access rights by assigning it a role. It is essential to create a new user because general
working within IUCLID 5 with the SuperUser is not supported. Only one user can be created per run of the First steps wizard.
• Select the checkbox Create user.
Fill in all the fields. The user needs a Login name for identification during login. The Full name is used for proper user
identification. The Assigned role is needed to administrate the access permissions. In a newly installed IUCLID 5, the
roles Administrator, Full access and Read-only are provided by default.
• Enter a Login name, as it should be used for identification during login, and the Full name used for proper user
identification.
• Optionally, click Set password and define a password.
• Click and highlight a role in the list of unassigned roles and assign it to the user by clicking the Right arrow. Assigning a
Role is needed to administrate the access permissions (in a newly installed IUCLID 5, the roles Administrator, Full access
and Read-only are provided by default).
Tip
It is recommended to create a user with the Administrator Role regardless of whether a stand alone or a distributed
version of IUCLID 5 is set up. Once a user has been created, the IUCLID 5 administrator (in case of a distributed
version) can define different other user(s) and assign different role(s) to them (see the IUCLID 5 User Manual).
29
• Assign a Legal entity (normally the Legal entity imported in the third step of this wizard) by clicking the green plus button and
performing a search for the desired Legal entity. In the Query field Legal entity name, enter the name of the desired
Legal entity or an asterisk (*) as wildcard and click the Search button. In the Query results list, click the desired entry and
then click the Assign button.
• Optionally, select default attachment and import/export directories. These settings can be changed at a later stage, as described
in the IUCLID 5 User Manual.
• Click the Next button
Figure 4.11. Step 8 of the First steps wizard - Start import procedure
If you have selected an EC Inventory and/or Reference substances inventory file(s) during the wizard steps, you can now run
the imports. Click the button Execute imports. Note again that these imports can take up to several hours, depending on your
machine speed and the amount of data you are importing.
Then click the button Finish. If you have launched any imports, you will now have to wait until the imports are completed.
Afterwards, you should log out and then log in again as a user for the newly defined account. Remember: general working as
SuperUser is not supported.
4.3. User management
The installation of IUCLID 5 is now ready for hand-over to whoever will be maintaining the system and whoever will be
managing the user accounts. The management of user accounts and their roles is described in the IUCLID 5 User Manual.
30
Chapter 5. Un-installation of IUCLID 5
The un-installation of IUCLID is a manual process. IUCLID can be un-installed by deleting the files that were copied to the
destination machine, and reversing any changes made during the installation process. For more details about the actions that
might be required, see the IUCLID FAQ located at the IUCLID web site http://iuclid.eu.
31
Appendix A. Tips on launching the installer
and access rights
If the installer does not launch on double clicking it, one reason could be that Windows associates the file extension jar, with
some application other than Java. To get around this, launch the installer with an explicit instruction to use Java, as described in
below. If required, there are more detailed step by step instructions given later in this Appendix.
Force installer to be opened by Java
1. Open a terminal in Windows that gives access to the command line.
2. Change to the directory in which the installer file is located.
3. Enter the command java -jar iuclid5_istall.jar
If during the installation, Windows displays error messages of the types shown below, and/or the desktop shortcut is not created,
the installer had insufficient access rights.
Error message: Cannot create the destination folder
Error message: C:\Program Files\iuclid\5.2.x\iuclid5.ico (Access is denied)
If the shortcut was not created automatically, but the installation was a success, it is recommended to create the shortcut manually,
rather than re-install with different access rights. The manual creation is described below.
Three ways to obtain the correct access rights
1. Run the installer from the command line. This is described in a dedicated section below.
2. Select a destination folder to which the installer has write access, i.e. replace the default value C:Program Files/
iuclid5 with something suitable on your system.
3. If you have access to a user account of type built-in user, log in to it and start the installer by double-clicking on the file
iuclid5_install.jar.
To run from the command line
1. Log on as a user that has administrator rights.
2. Open the application Command Prompt using the option Run as administrator.
3. Enter the administrator password when prompted.
4. In the Command Prompt window, move to the folder that contains the installer Java file.
5. Enter the name of the Java file then press the key Enter.
Extra detail about the command line
1.
Getting the command line
a. Click on the Start icon at the bottom left of the Windows Desktop
b. Select from the menu All Programs / Accessories
32
c. Right-click on the application Command Prompt then select Run as administrator
2.
Moving to the correct directory
a. to view the content of the current directory, enter the command dir
b. to change to a particular drive, enter its drive letter followed by a colon, e.g. G:
c. to enter a folder, enter the command cd followed by the directory name, e.g. cd Documents
d. to go one level up in the file system, enter the command cd ..
Manual creation of the shortcut
1. Right-click on the Windows desktop and select the menu item New Shortcut.
2. Enter the location or Browse to the file named iuclid5.cmd that is included in the installation directory.
3. Enter a name for the shortcut then click Finish.
4. To attach a IUCLID 5 icon to the shortcut, right-click the shortcut and select Properties.
5. Select Change Icon then Browse to the installation directory and select the file iuclid5.ico. Click Apply and OK where
appropriate.
If you are still having problems with the installation, before contacting the IUCLID Helpdesk, please try the FAQ located on
the IUCLID web site http://iuclid.eu.
33